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BSJL

Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL

Delisted

BSJL was delisted on the 15th of December, 2021.

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136 hedge funds and large institutions have $496M invested in Invesco BulletShares 2021 High Yield Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

1% more funds holding

Funds holding: 134 → 136 (+2)

2% more capital invested

Capital invested by funds: $485M → $496M (+$11.3M)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

20% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 54

Holders
136
Holders Change
+2
Holders Change %
+1.49%
% of All Funds
2.79%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.14%
New
17
Increased
43
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$19.7M
2
GI
Gradient Investments
Minnesota
+$9.2M
3
UBS Group
UBS Group
Switzerland
+$6.37M
4
Stifel Financial
Stifel Financial
Missouri
+$4.6M
5
NB
Northwest Bancshares
Pennsylvania
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$10.1M
2
UCFA
United Capital Financial Advisors
Texas
-$8.91M
3
ACG
Allen Capital Group
Nebraska
-$6.4M
4
MCP
Mirador Capital Partners
California
-$6.11M
5
Citadel Advisors
Citadel Advisors
Florida
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
76
Winslow Evans & Crocker
Massachusetts
$531K -$60.7K -2,690 -10%
SWM
77
Segment Wealth Management
Texas
$524K +$14.8K +655 +3%
FWM
78
Frontier Wealth Management
Missouri
$512K +$509K +22,561 New
MWM
79
Meridian Wealth Management
Kentucky
$490K -$281K -12,458 -37%
FF
80
Friedenthal Financial
New Jersey
$484K -$106K -4,709 -18%
LWA
81
Lineweaver Wealth Advisors
Ohio
$473K -$11.9K -529 -2%
B
82
Bellecapital
Switzerland
$446K – – –
SRC
83
Shufro Rose & Co
New York
$443K +$237K +10,500 +116%
WWM
84
Western Wealth Management
Colorado
$418K +$564 +25 +0.1%
GRP
85
Global Retirement Partners
California
$415K – – –
COF
86
Capital One Financial
Virginia
$368K +$27.1K +1,200 +8%
LNC
87
Lincoln National Corp
Pennsylvania
$365K -$6.22K -276 -2%
GWM
88
Geneos Wealth Management
Colorado
$351K +$632 +28 +0.2%
AWM
89
AE Wealth Management
Kansas
$348K -$10.1M -448,065 -97%
CPC
90
Cookson Peirce & Co
Pennsylvania
$344K – – –
CWM
91
Cornerstone Wealth Management
Missouri
$310K +$406 +18 +0.1%
APA
92
American Portfolios Advisors
New York
$289K -$29.3K -1,300 -9%
AIC
93
Ameritas Investment Company
Nebraska
$289K +$722 +32 +0.3%
NFG
94
Next Financial Group
Texas
$288K -$1.56K -69 -0.5%
SI
95
Stephens Inc
Arkansas
$257K -$32.3K -1,431 -11%
OA
96
Oxbow Advisors
Texas
$254K -$15.8K -700 -6%
JWCA
97
J.W. Cole Advisors
Florida
$247K +$245K +10,878 New
AIM
98
Anchor Investment Management
South Carolina
$223K – – –
WP
99
WealthSource Partners
California
$220K – – –
CA
100
Calton & Associates
Florida
$217K – – –
2 3
4
5 6

BSJL Hedge Fund Activity: Q2 2020 in Review

136 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) for Q2 2020, worth a combined $496M — up 2.3% from $485M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSJL positions and 15 closed out — a net gain of 2 holders — while 43 added to existing stakes and 54 trimmed.

The largest buyer was Wells Fargo, adding an estimated $19.7M. The largest seller was AE Wealth Management, cutting an estimated $10.1M.

  • 136 institutional investors held Invesco BulletShares 2021 High Yield Corporate Bond ETF (BSJL) as of Q2 2020, up from 134 in Q1 2020.
  • Funds reported $496M of Invesco BulletShares 2021 High Yield Corporate Bond ETF stock for Q2 2020, up 2.3% quarter-over-quarter.
  • 17 funds opened new Invesco BulletShares 2021 High Yield Corporate Bond ETF positions in Q2 2020 and 15 closed out, a net change of +2 holders.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF buyer in Q2 2020 was Wells Fargo, an estimated $19.7M added.
  • The largest Invesco BulletShares 2021 High Yield Corporate Bond ETF seller in Q2 2020 was AE Wealth Management, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2020.